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PPGGNY Sponsors

We would like to thank our sponsors who make it possible for PPGGNY to bring you the programs and resources you've come to expect.

Please support our sponsors by clicking their logo below to visit their website or contact their representative to say thanks for their support of PPGGNY.

Check out our Sponsorship Registration Form to find out how your organization can help PPGGNY continue this important work.

 

Pentera, Inc. 

Pentera, Inc.

LEAD EDUCATION SPONSOR 2016-17; Planned Giving Day 2017 - PLATINUM LEVEL CONFERENCE & INNOVATION TRACK SPONSOR

For more than four decades Pentera has set the standard for innovative planned giving marketing solutions and top-quality customer service, serving thousands of charities, hospitals, and educational institutions throughout the United States.  Pentera, Inc., was founded by the renowned planned giving expert, consultant, and industry pioneer André R. Donikian, JD.  Since 2010, Claudine A. Donikian, JD, MBA, has directed the company, successfully developing cutting-edge strategies, pioneering industry-changing research, and ensuring that it remains the leading marketing firm of the planned giving industry. 

For more information:  317-875-0910 x251 or info@pentera.com 

Pentera was kind enough to share the following white paper with our members: Whitepaper: The Planned Giving Study New Insights from Data on Planned Gifts (https://pentera.com/whitepapers/2016-planned-giving-study)

   

The Stelter Company

Planned Giving Day 2017 - GOLD ILLUMINATION TRACK LEVEL SPONSOR

In business since 1962, The Stelter Company is the strategic partner of nearly 2,000 leading nonprofits nationwide depend on most to provide expertise on cultivating valuable, long-term donor relationships through a unique combination of industry insight, customer focus and creative services.

Libby Felton(800) 331-6881

 

PNC Institutional Asset Management

Planned Giving Day 2017 - SILVER LEVEL SPONSOR

Non-profit organizations look to PNC for comprehensive planned giving solutions. Our professionals help non-profits manage the post-gift aspects of their planned giving program. We provide experience in the specialized area of investment management and life-income gift administration for charitable gift annuities, charitable remainder trusts and pooled income funds.

Chris McGurn(410) 237-5938


 The Sharpe Group The Sharpe Group
Planned Giving Day 2017 - SILVER LEVEL SPONSOR

The Sharpe Group provides consulting, training and a complete package of donor communication tools for charities and nonprofits throughout the United States. Since 1963, we’ve played a central role in assuring the financial security of America’s educational, healthcare, religious, social service and cultural institutions. We’ve educated non-profit organizations on current tax laws, taught them how to design planned giving programs, and provided marketing materials to educate their donor base on how to support their cause. We have not only taught America’s largest nonprofits how to continually adjust and improve their donor programs through changing times, but we have translated that knowledge into turn-key gift planning programs for the small to midsize nonprofits. That’s our calling.

 info@sharpenet.com, (901) 680-5300

 

State Street Global Advisors

Planned Giving Day 2017 - SILVER LEVEL SPONSOR

SSGA Charitable Asset Management provides consultative and customized planned gift investment management, tax, and administration solutions for charitable organizations. Established in 1984, Charitable Asset Management is dedicated to serving nonprofit organizations and their donors. Today our 40 planned gift specialists work with over 230 charities and manage in excess of $3 billion in planned gift assets for more than 34,000 donors and beneficiaries.

Heather Bernstein, (617) 664-2423


 Kaspick & Company

Kaspick & Company

Planned Giving Day 2017 - SILVER LEVEL SPONSOR

Kaspick & Company is a premier provider of comprehensive planned giving services for charitable organizations nationwide. Through our sophisticated investment management, exceptional gift administration and expert policy and practice consulting, Kaspick & Company ensures that its clients excel in the essential elements of successful planned giving programs.

Brian Gilreath, (803) 740-1854


BNY Mellon Wealth Management

Planned Giving Day 2017 - BRONZE LEVEL SPONSOR

BNY Mellon’s Charitable Solutions Group is one of the leading national providers of planned giving services.   We provide investment management, administration services and donor and organizational support for planned giving programs nationwide.  Our commitment to not-for-profits and philanthropic organizations is consistently demonstrated not only through our partnership with our clients and our dedication to helping realize their goals, but also through our strong industry support.

George Rio, (800) 582-9423

 

Crescendo Interactive, Inc.

Planned Giving Day 2017 - BRONZE LEVEL SPONSOR

Serving the Industry for over 30 years, Crescendo Interactive provides all the tools and services to market and close planned gifts! GiftLegacy is the only fully integrated marketing system featuring custom websites, eNewletters for donors and advisors, royalty-free literature, bequest marketing, social networking, analytics, the #1 planned gifts marketing software and more. 

 Cameron Sousa, (800) 858-9154

 

Endowment Development Services, Inc. (EDS)

Planned Giving Day 2017 - BRONZE LEVEL SPONSOR

EDS specializes in planned gift marketing and promotion. In our 30+ years, we have created marketing programs for organizations across the US in a variety of media, including newsletters, target mailers and other promotional literature, innovative websites, and other e-marketing programs. We’ll help you connect with donors efficiently and effectively.

Chris Sizemore(317) 542-9829

  PG Calc
Planned Giving Day 2017 - BRONZE LEVEL SPONSOR 

PG Calc fuels planned giving success at each stage in the process. Organizations using our software, services and expertise attract more prospects, build stronger donor relationships and close more gifts.

 Tina Yelle, (888) 497-4970

 

Murtha Cullina, LLP

Planned Giving Day 2017 - NAME BADGE SPONSOR
 

 Wells Fargo Philanthropic Services

Planned Giving Day 2017 - PHILANTHROPIC SPONSOR
 Kaspick & Company

 
Planned Giving Day 2015 - Silver Sponsor. Kaspick & Company is a premier provider of comprehensive planned giving services for charitable organizations nationwide. Through our sophisticated investment management, exceptional gift administration and expert policy and practice consulting, Kaspick & Company ensures that its clients excel in the essential elements of successful planned giving programs.

Brian Gilreath, (803) 740-1854

 

PNC Institutional Asset Management

Planned Giving Day 2015 - Silver Sponsor. Non-profit organizations look to PNC for comprehensive planned giving solutions. Our professionals help non-profits manage the post-gift aspects of their planned giving program. We provide experience in the specialized area of investment management and life-income gift administration for charitable gift annuities, charitable remainder trusts and pooled income funds.

Chris McGurn, (410) 237-5938

PNC Institutional Asset Management

Planned Giving Day 2015 - Silver Sponsor. Non-profit organizations look to PNC for comprehensive planned giving solutions. Our professionals help non-profits manage the post-gift aspects of their planned giving program. We provide experience in the specialized area of investment management and life-income gift administration for charitable gift annuities, charitable remainder trusts and pooled income funds.

Chris McGurn, (410) 237-5938

State Street Global Advisors

Planned Giving Day 2015 - Silver Sponsor. SSgA Charitable Asset Management provides consultative and customized planned gift investment management, tax, and administration solutions for charitable organizations. Established in 1984, Charitable Asset Management is dedicated to serving nonprofit organizations and their donors. Today our 40 planned gift specialists work with over 230 charities and manage in excess of $3 billion in planned gift assets for more than 34,000 donors and beneficiaries.

Heather Bernstein, (617) 664-2423

Crescendo Interactive, Inc.

Planned Giving Day 2015 - Bronze Sponsor. Serving the Industry for over 30 years, Crescendo Interactive provides all the tools and services to market and close planned gifts! GiftLegacy is the only fully integrated marketing system featuring custom websites, eNewletters for donors and advisors, royalty-free literature, bequest marketing, social networking, analytics, the #1 planned gifts marketing software and more. 

Jacob Norlock, (800) 858-9154

 

Crescendo Interactive, Inc.

Planned Giving Day 2015 - Bronze Sponsor. Serving the Industry for over 30 years, Crescendo Interactive provides all the tools and services to market and close planned gifts! GiftLegacy is the only fully integrated marketing system featuring custom websites, eNewletters for donors and advisors, royalty-free literature, bequest marketing, social networking, analytics, the #1 planned gifts marketing software and more. 

Jacob Norlock, (800) 858-9154

 
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